web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Sorting of Funnel chart on the business process for a dashboard

(0) ShareShare
ReportReport
Posted on by

I have an existing funnel chart on a dashboard that is sorting the stages of the business process in the wrong order. How do I define the order the stages should be in? 

I have the same question (0)
  • lefmapeach Profile Picture
    15 on at

    A funnel chart will automatically order the stages with the one having the more $ or # on top, then funneling down to the one that has less. Maybe the funnel chart is not the best display for what you're trying to achieve.

  • Suggested answer
    LuHao Profile Picture
    40,892 on at

    Hi Sandi,

    We can manually add the xml code to sort it in ascending alphabetical order by stage name.

    For example, the chart's category is ‘status’.

    pastedimage1573540148986v5.png

    The steps are 1) export the chart, 2) add the sort code line, and 3) import the chart.

    pastedimage1573540201936v6.png

    Add <order alias="stepname" ascending="true" /> between <entity name=...> and </entity>.

    Annotation-2019_2D00_11_2D00_12-143409.jpg

    pastedimage1573541099086v7.png

    It will be sorted in ascending alphabetical order by category label. (L > O > W)

    pastedimage1573541126810v8.png

    If your stage is not in alphabetical order by name, then I recommend that you add a first letter for the stage name, such as 1-Qualify, 2-Develop, so that the stages can be arranged in the order you want.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
11manish Profile Picture

11manish 153

#2
ManoVerse Profile Picture

ManoVerse 147 Super User 2026 Season 1

#3
Jimmy Passeti Profile Picture

Jimmy Passeti 66 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans